Allan Mark Macvean

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-08
FL	RA	APPROVED	2020-07-29

NY RA
APPROVED

Since 2021-07-08
FL RA
APPROVED

Since 2020-07-29

Branch Locations

Johnstown, NY • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ssn Advisory Inc	Johnstown	NY	10/2011	07/2020
Securities Service Network	Johnstown	NY	10/2011	07/2020
United Planners' Financial Services Of America A Limited Partner	Scottsdale	AZ	07/2020	Present
Hfm Boces	Gloversville	NY	07/1975	Present
Mohawk Valley Board Sports Officials	Johnstown	NY	09/1979	08/2025
Fixed Life Insurance	Johnstown	NY	09/1990	Present
Allan Macvean	Johnstown	NY	07/2020	Present
Gloversville Enlarged School District	Gloversville	NY	07/1975	Present

10/2011 → 07/2020

Ssn Advisory Inc

Johnstown, NY
10/2011 → 07/2020

Securities Service Network

Johnstown, NY
07/2020 → Present

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ
07/1975 → Present

Hfm Boces

Gloversville, NY
09/1979 → 08/2025

Mohawk Valley Board Sports Officials

Johnstown, NY
09/1990 → Present

Fixed Life Insurance

Johnstown, NY
07/2020 → Present

Allan Macvean

Johnstown, NY
07/1975 → Present

Gloversville Enlarged School District

Gloversville, NY

Previous Registrations

2011-11-01 → 2020-07-29

Ssn Advisory, Inc.

Johnstown, NY

Other Businesses

1.) HFM - BOCES - SUB BUS DRIVER - GLOVERSVILLE, NY - SINCE 07/1975 - NOT INVESTMENT RELATED 2.) FIXED LIFE INSURANCE - AGENT - NON-VARIABLE INSURANCE - JOHNSTOWN, NY - SINCE 09/1990 - INVESTMENT RELATED 3.) ALLAN MACVEAN - INSURANCE AGENT - NON-VARIABLE INSURANCE - JOHNSTOWN, NY - SINCE 07/2020 - INVESTMENT RELATED 4.) CROSSROADS COMM CHURCH - DEACON - CHURCH DUTIES - AMSTERDAM, NY - SINCE 09/2022 - NOT INVESTMENT RELATED 5.) GLOVERSVILLE ENLARGED SCHOOL DISTRICT - SUB BUS DRIVER - PUBLIC SCHOOL - GLOVERSVILLE, NY - SINCE 07/1975 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-05-21
S63	Uniform Securities Agent State Law Examination	1990-08-07

S65 Uniform Investment Adviser Law Examination

2001-05-21
S63 Uniform Securities Agent State Law Examination

1990-08-07

Designations

View on SEC IAPD